NYLIM
SIVB

New York Life Investment Management’s SVB Financial Group SIVB Stock Holding History

New York Life Investment Management’s Portfolio SIVB Stock Details SIVB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-9,309
Closed -$2.14M – 1466
2022
Q4 		$2.14M Buy
9,309
+2
+0% +$497 0.02% 497
2022
Q3 		$3.12M Sell
9,307
-15
-0.2% -$6.04K 0.04% 413
2022
Q2 		$3.68M Buy
+9,322
New +$4.39M 0.04% 363

Other funds holding SIVB

TAMH
Taikang Asset Management (HK) Hong Kong $1.1B AUM 50.43% 1-Year Est. Return
JEST
JTC Employer Solutions Trustee St Helier, Jersey $1.25B AUM 41.83% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
GIS
Graphene Investments SAS Paris, France $172M AUM 34.41% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

New York Life Investment Management's SIVB Position: Q1 2023 in Review

New York Life Investment Management sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 9,309 shares — an estimated $2.14M sold.

New York Life Investment Management first reported a position in SIVB in Q2 2022 and held it in 3 quarters. The position peaked at $3.68M in Q2 2022. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • New York Life Investment Management reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • New York Life Investment Management sold 9,309 SVB Financial Group shares in Q1 2023, an estimated $2.14M.
  • New York Life Investment Management first reported a position in SVB Financial Group in Q2 2022 and held it in 3 quarters.
  • New York Life Investment Management's SVB Financial Group position peaked at $3.68M in Q2 2022.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on New York Life Investment Management's 13F filing for Q1 2023, filed 8 May 2023.